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Portfolio (Quarterly) Guide ↗

KEYBANK NATIONAL ASSOCIATION/OH

· CIK 0001089877
13F Portfolio $30.4B AUM 2,147 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 140 New 575 Added 445 Reduced 65 Exited
Page 9 of 66  ·  1,310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SPOT SPOTIFY TECHNOLOGY S A Communication Services 57,394.0 $26.4M 0.09% +22K +61.8% $459.13 +16.2%
162 XLK SELECT SECTOR SPDR TR 137,974.0 $26.3M 0.09% +973.0 +0.7% $190.52 -3.8%
163 WPM WHEATON PRECIOUS METALS CORP Basic Materials 232,955.0 $26.2M 0.09% -7K -3.0% $112.32 +40.5%
164 ESGD ISHARES TR 249,137.0 $25.6M 0.08% +6K +2.4% $102.81 +4.4%
165 IJJ ISHARES TR 173,265.0 $25.6M 0.08% -6K -3.3% $147.73 +0.9%
166 ESGU ISHARES TR 153,263.0 $25.1M 0.08% -12K -7.1% $163.67 +2.5%
167 MU MICRON TECHNOLOGY INC Technology 21,550.0 $24.9M 0.08% +2K +9.5% $1154.29 -16.2%
168 BRO BROWN & BROWN INC Financial Services 386,186.0 $24.8M 0.08% +86K +28.6% $64.15 +13.7%
169 AFL AFLAC INC Financial Services 205,359.0 $24.1M 0.08% +3K +1.3% $117.25 -1.0%
170 LIN LINDE PLC Basic Materials 45,877.0 $23.8M 0.08% +2K +5.0% $518.94 -6.0%
171 TDW TIDEWATER INC NEW Energy 346,699.0 $23.1M 0.08% +42K +13.8% $66.63 +43.0%
172 CSX CSX CORP Industrials 483,782.0 $23.0M 0.08% $47.53 +8.5%
173 NTRS NORTHERN TR CORP Financial Services 130,893.0 $22.8M 0.07% +997.0 +0.8% $173.84 +5.8%
174 QQQ INVESCO QQQ TR Financial Services 30,790.0 $22.7M 0.07% -251.0 -0.8% $736.40 -3.1%
175 PSX PHILLIPS 66 Energy 130,420.0 $22.0M 0.07% -2K -1.8% $169.05 +43.7%
176 ICF ISHARES TR 324,314.0 $21.9M 0.07% +7K +2.1% $67.63 +1.4%
177 ROK ROCKWELL AUTOMATION INC Industrials 43,961.0 $21.8M 0.07% +2K +3.6% $495.08 -11.7%
178 EAGG ISHARES TR 455,646.0 $21.6M 0.07% +66K +16.9% $47.41 -1.6%
179 VONG VANGUARD SCOTTSDALE FDS 167,061.0 $21.4M 0.07% +5K +2.9% $127.81 -1.4%
180 ROP ROPER TECHNOLOGIES INC Industrials 62,102.0 $21.0M 0.07% -6K -8.4% $338.39 +21.7%
Page 9 of 66  ·  1,310 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.0%
Financial Services 14.4%
Industrials 11.8%
Healthcare 10.1%
Consumer Cyclical 7.5%
Communication Services 7.4%
Energy 6.0%
Consumer Defensive 5.9%
Basic Materials 2.6%
Utilities 2.0%